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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and key competency domains
- Recommended preparation resources and study approaches
Data Preparation for Financial Reporting
- Data extraction and cleansing via Power Query
- Consolidating diverse financial data sources
- Managing time-dependent and transactional datasets
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Creating measures for tracking revenue, costs, and profits
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margins, and growth rates
- Applying DAX for year-to-date and rolling window calculations
- Designing custom KPIs to evaluate business performance
Visualizing Financial Insights
- Developing executive dashboards and scorecards
- Utilizing conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow analysis
Exam Readiness and Practice
- Analysis of typical PL-300 questions and scenarios
- Case-based exercises aligned with exam topics
- Final review: best practices and test-taking techniques
Hands-on Project: Financial Dashboard Simulation
- Constructing a comprehensive financial analysis report for a sample organization
- Integrating data modeling, measures, and visual elements
- Peer review and constructive feedback session
Wrap-up and Future Pathways
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reporting tasks
- Foundational understanding of DAX and Excel formulas
Target Audience
- Financial analysts aspiring to achieve the Microsoft PL-300 certification
- Business intelligence specialists dedicated to financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
engagement with the attendees
